Index Investors Will Not Benefit From Today's Disruptors | Sam Hassan, Managing Director, Capital Wealth Advisors | Q&A
Sam Hassan is the managing director at Capital Wealth Advisors, an independent financial advisory firm serving families and entrepreneurs through wealth advisory, estate planning and family office. In this interview, he discusses the key differences between working at sovereign wealth funds versus a wealth management firm; his article covering missed opportunities in the private market (Index Investors Beware of the Sucker Punch); and cutting through the noise in hot sectors and being extremely selective with those investments.
The company announced on Monday that its existing investment arm had set up the Salesforce1 Fund, a $100 million pool of money earmarked for start-ups creating apps for mobile phones. And specificall...
Stamford is looking for an investment consultant to provide independent investment advisory services for the Classified Employees and Custodian and Mechanics Retirement Funds, as well as its OPEB.
The millennials are coming. In fact, they're already here, which provides financial services firms with potentially huge opportunities--and challenges--as they try to reach this generational group....
Professional Investment Management, an advisory firm in Columbus, Ohio, and Douglas Cowgill, the firm's president and chief compliance officer, "repeatedly" hid the missing amount, according to the SEC, which successfully sought a freeze on the firm's assets. The SEC discovered the shortfall in a money market fund account managed by PIM when the agency was conducting an examination of the firm to verify the existence of client assets, according to the commission
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The Boards of Trustees of the City of Moline Police and Fire Pension Funds are seeking the services of a consultant to assist in the search, evaluation and selection of investment managers.
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